City
Wealth management firms in Jeffersonville, Indiana
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Jeffersonville, Indiana reported $547.2 million in regulatory assets under management; the largest by assets was Oxinas Partners Wealth Management, with $391.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $547.2 million
- Average per firm
- $109.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Oxinas Partners Wealth Management | SEC | $391.0 million | 1,738 |
| 2 | Brookstone Financial | State | $103.6 million | 466 |
| 3 | Arena Wealth Advisors LLC | State | $52.6 million | 135 |
| 4 | Mattix Wealth Management LLC | State | $0 | 0 |
| 5 | PLC Wealth Partners | State | $0 | 0 |
Wealth management firms in Indiana, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.